Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,853 | $49,249+11.4% | $70,476-22.2% | $79,852-31.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 9.83% | 30.09%-20.3pp | 109.12%-99.3pp | 31.72%-21.9pp |
| Employer contribution / active EE | $6,775 | $2,100+222.6% | $2,738+147.4% | $2,471+174.2% |
| Participant deferral / active EE | $7,343 | $2,769+165.2% | $3,710+97.9% | $3,740+96.3% |
| Admin fee / account holder | $5,937 | $2,878+106.3% | $3,847+54.3% | $5,306+11.9% |